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Client Services Specialist Financial Advisors
Job in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-01-14
Listing for:
BBF Wealth
Full Time
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
A financial services firm in Newport Beach seeks a Client Service Associate to provide high-quality administrative support to financial advisors. The candidate should excel in client communication and be able to manage tasks effectively in a fast-paced environment. Responsibilities include advising clients on banking products, processing transactions, and assisting in marketing efforts. A High School diploma and preference for securities industry experience are required.
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